Find the Barbell
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 18, 2026 · 12:26
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 18, 2026 · 12:26
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00:00 Introduction & Find the Barbell
00:27 Defining the Barbell Strategy
01:13 Analyzing Market Themes: Drones vs. Value
02:24 Software and MedTech Opportunities
03:50 Homebuilders: Seasonality and Affordability
06:33 The State of Healthcare and Eli Lilly
07:56 Travel, Leisure, and the Baby Boomer Trade
08:42 Market Lockouts and Vanna Charm Flows
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Episodes: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
